Hallmark Financial Services Limited

Independent mortgage adviser  Ongar Business Centre, Ongar, CM5 0GA
First meeting at adviser's own cost
We are experienced independent and friendly mortgage & insurance advisers ready to take your call.
We can advise you on
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
Response rating
7.0/10
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FCA authorised
Last authorised 1st August 2022
Meet our advisers
MR Andy Taylor
Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

MR Matthew Chipperfield Dip PFS
Director

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

Accreditations
Chartered financial planner - individual adviser accreditation
Kerrie Hipgrave
Office Manager
About us

We are highly experience and friendly independent mortgage advisers. We are experienced with all types of Residential, Buy-to-Let and Commercial mortgages and remortgages.

We are also qualified to advise upon Lifetime Mortgages (Equity Release) for the over 55s.

We look forward to hearing from you soon.

Where to find us
Head office address: Ongar Business Centre, The Gables, Ongar, CM5 0GA
Service coverage
Preferred clients
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 1st August 2022

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